WI
META icon

WBI Investments’s Meta Platforms (Facebook) META Stock Holding History

WBI Investments’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.29M Buy
2,255
+579
+35% +$371K 0.36% 67
2025
Q4 		$1.11M Sell
1,676
-632
-27% -$422K 0.29% 97
2025
Q3 		$1.69M Buy
2,308
+74
+3% +$55.1K 0.43% 56
2025
Q2 		$1.65M Buy
2,234
+57
+3% +$35.2K 0.43% 61
2025
Q1 		$1.25M Buy
2,177
+1,629
+297% +$1.05M 0.33% 86
2024
Q4 		$321K Sell
548
-849
-61% -$498K 0.08% 177
2024
Q3 		$800K Sell
1,397
-2,077
-60% -$1.07M 0.19% 123
2024
Q2 		$1.75M Sell
3,474
-1,409
-29% -$685K 0.42% 66
2024
Q1 		$2.37M Sell
4,883
-718
-13% -$320K 0.49% 49
2023
Q4 		$1.98M Buy
5,601
+255
+5% +$83K 0.4% 68
2023
Q3 		$1.6M Sell
5,346
-18,545
-78% -$5.59M 0.32% 91
2023
Q2 		$6.86M Buy
+23,891
New +$5.9M 1.24% 17
2021
Q4 		– Sell
-17,636
Closed -$5.82M – 213
2021
Q3 		$5.82M Sell
17,636
-3,643
-17% -$1.31M 0.98% 22
2021
Q2 		$7.4M Buy
+21,279
New +$6.83M 1.14% 19
2015
Q3 		– Sell
-44,503
Closed -$3.82M – 226
2015
Q2 		$3.82M Buy
44,503
+3,348
+8% +$273K 0.1% 155
2015
Q1 		$3.38M Buy
41,155
+2,922
+8% +$229K 0.08% 160
2014
Q4 		$2.98M Buy
+38,233
New +$2.92M 0.08% 136

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WBI Investments's META Position: Q1 2026 in Review

WBI Investments increased its Meta Platforms (Facebook) (META) stake by 35% in Q1 2026, buying an estimated $371K and bringing the position to 2,255 shares worth $1.29M. The position accounts for 0.36% of the portfolio, ranked #67.

WBI Investments first reported a position in META in Q4 2014 and has held it in 17 quarters since. The position peaked at $7.4M in Q2 2021. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • WBI Investments held 2,255 shares of Meta Platforms (Facebook) worth $1.29M as of Q1 2026.
  • WBI Investments bought 579 Meta Platforms (Facebook) shares in Q1 2026, an estimated $371K.
  • Meta Platforms (Facebook) made up 0.36% of WBI Investments's portfolio in Q1 2026, its #67 holding.
  • WBI Investments first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 17 quarters since.
  • WBI Investments's Meta Platforms (Facebook) position peaked at $7.4M in Q2 2021.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.